Position history for Wealthspire Advisors, LLC's holdings in SCHWAB STRATEGIC TR
Wealthspire Advisors, LLC holds 2.8M shares of SCHX (SCHWAB STRATEGIC TR), worth $75.8M as of 2025-Q4. The position was decreased (-50.9% shares). SCHX represents 0.6% of Wealthspire Advisors, LLC's portfolio.
Current Value
$75.8M
Current Shares
2.8M
Total Value Change
+$8M
Total Shares Change
+1.8M
Other major holders of SCHX: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Decreased |
| 2.8M |
-50.9% |
| $75.8M |
| 0.6% |
| $27.12 |
0 |
| 2025-Q3 | Decreased | 5.7M | -1.9% | $151M | 0.8% | $26.19 | 0 |
| 2025-Q2 | Decreased | 5.8M | -4.0% | $142.8M | 0.8% | $24.19 | 0 |
| 2025-Q1 | Increased | 6.1M | +95.7% | $134.3M | 0.8% | $21.77 | 68 |
| 2024-Q4 | Increased | 3.1M | +199.6% | $72.1M | 0.7% | $23.00 | 67 |
| 2024-Q3 | Decreased | 1M | -1.6% | $70.4M | 0.7% | $22.20 | 0 |
| 2024-Q2 | Decreased | 1.1M | -5.4% | $67.8M | 0.9% | $21.03 | 0 |